Client Services Associate

Welcome to GFI Ikigai
Join us at GFI Ikigai, where we believe that every family deserves the knowledge, guidance, and resources needed to build a confident and secure future.
Our mission is centered on empowering individuals and families to make important life decisions and craft strategies for their unique goals and dreams. We foster a work environment that nurtures growth and allows our team to make a meaningful difference in the lives of others.
Become an Exceptional Client Services Associate!
Are you passionate about helping people, creating meaningful connections, and making a positive impact in your community? If so, the Client Services Associate role at GFI Ikigai could be your perfect fit!
As a Client Services Associate, you'll guide individuals and families through important decisions around savings, investments, protection, and more. This role goes beyond typical client service; it's an opportunity to educate, listen, and be a part of their life's journey.
Whether you have a background in education, healthcare, customer service, or any people-focused profession, your ability to communicate, build trust, and genuinely care makes you a valuable part of our team.
Enjoy the perks of remote work, flexible scheduling, and a supportive, growth-centric environment.
What You'll Do
As a Client Services Associate, you'll:
Build authentic, long-lasting relationships with individuals and families
Learn about each client's dreams, goals, and unique situations
Educate clients about a variety of protection, savings, and investment solutions
Identify opportunities to enhance current plans and strategies
Simplify and share complex concepts with care and clarity
Provide ongoing support as clients' needs evolve
Maintain accurate records using CRM technology to keep things efficient
Collaborate with your team to deliver remarkable service and support
Spot opportunities and guide clients to solutions that complement their plans
Are You the Right Fit?
No traditional financial background is needed!
We're Looking For Team Players Who Are
People-lovers: You thrive on connecting and helping others
Great communicators: You express ideas clearly and confidently
Excellent listeners: You understand before guiding
Open-minded learners: Ready to grow and learn every day
Organized: Handling client info with a touch of flair
Self-motivated: Independent and accountable to your goals
Trustworthy: Integrity in everything you do
Purpose-driven: Passionate about making a positive impact
Your Path to Success
Ready to grab the Life Producer license and dive into a world of learning and professional growth? We've got comprehensive training and growth opportunities just for you.
Have experience in customer service, sales, education, or similar fields? Perfect! Your skills are invaluable at GFI Ikigai.
What We Offer
Remote work with flexible schedules for work-life balance
Comprehensive training and professional development
Opportunities for leadership and growth
A career path focused on relationships and service
Competitive compensation with growth potential
A chance to make a real difference in the lives of families
Client Planning Matters
Every client has their story, their dreams, and their future. We provide guidance and support from the heart, helping clients focus on the beautiful possibilities ahead. If you're excited about a career where relationship-building meets community impact, we'd love to meet you! Embrace the next chapter with GFI Ikigai as a Client Services Associate, and help clients focus on the beautiful possibilities tomorrow holds!

Work arrangement
No